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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,905 | $57,119-5.6% | $85,187-36.7% | $80,935-33.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.16% | 21.70%-7.5pp | 66.67%-52.5pp | 35.66%-21.5pp |
| Employer contribution / active EE | $7,060 | $1,802+291.9% | $2,732+158.4% | $2,757+156.1% |
| Participant deferral / active EE | $4,944 | $3,115+58.7% | $4,525+9.3% | $4,299+15.0% |
| Admin fee / account holder | $1,586 | $4,990-68.2% | $6,162-74.3% | $6,924-77.1% |